Independent Financial Planning works with clients in a variety of income levels. Our goal is to provide comprehensive personal financial planning at a reasonable cost. We will review your financial position in the following areas:

1. Cash Flow and Spending
2. Insurance and Risk Management
3. College Planning
4. Investment Review
5. Retirement Planning
6. Estate Planning
7. Development of Your Financial Objectives

We will meet with you, listen to you, and review and analyze the information you have provided. Then we will provide a list of specific recommendations or actions items, and note any potential problem areas that need to be addressed. Finally, we will help you implement our recommendations, focusing on helping you achieve your financial goals. Investment Management for clients with assets in the range of $250,000 or more is available. Our fees are in-line with industry norms. We welcome any questions, and provide written documentation of our fee schedule upon request.